--- title: "Connect Nifty to TemplateDocs - APIANT.ai" description: "When \"New Doc\" fires in Nifty, your agent runs \"Add template\" in TemplateDocs." canonical: "https://apiant.ai/connect/nifty-to-templatedocs" --- # Connect Nifty to TemplateDocs When **New Doc** fires in [Nifty](https://apiant.ai/connections/nifty), your agent runs **Add template** in [TemplateDocs](https://apiant.ai/connections/templatedocs). Describe the whole flow and it is built, tested on every scenario and kept running. Nifty **11** triggers Nifty **17** actions TemplateDocs **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Nifty and TemplateDocs to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Nifty can start in TemplateDocs - When **New Doc** in Nifty then **Add template** in TemplateDocs - When **New File** in Nifty then **Update template** in TemplateDocs Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Nifty and TemplateDocs ## Triggers and actions 11 triggers · 22 actions - Trigger **New Doc** Triggers when a new doc is created. - Trigger **New File** Triggers when a new file is uploaded. - Trigger **New Message** Triggers when a new message is sent. - Trigger **New Milestone** Triggers when a new milestone is created. - Trigger **New Portfolio** Triggers when a new portfolio is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Status** Triggers when a new status is created. - Trigger **New Subtask** Triggers when a new subtask is created. - Trigger **New Tag** Triggers when a new tag is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **Task Is Completed** Triggers when a task is completed. - Action **Create Document** Creates a Nifty document in a project, optionally seeding its body from Markdown. - Action **Create File** creates a file record in a project from text content (or a URL), firing file.created. - Action **Create Milestone** Creates a milestone (a date-spanning list shown on the project roadmap) in a Nifty project. - Action **Create Portfolio** Creates a portfolio (a team-level grouping of projects) in Nifty. - Action **Create Project** Creates a new project. - Action **Create Status** Creates a status column (Kanban column / list stage) in a Nifty project. - Action **Create Subtask** Creates a new subtask. - Action **Create Tag** Creates a tag (called a label in the Nifty API) that can be applied across the workspace to tasks, documents, files and more. - Action **Create Task** Creates a new task. - Action **Create Upload URL** Returns a presigned upload URL and storage key for a new file. Upload the bytes to the URL, then pass the key to Create File. - Action **Get Document** Retrieve a single Nifty document's details (name, project, access type, author, timestamps). The document body is not included. - Action **Get Message** Retrieve a single Nifty message (chat message or comment) by its ID. - Action **Get Milestone** Retrieve a single milestone by its id, including its custom-field values. - Action **Get Project** Retrieve a single Nifty project by its id, including its custom-field values and any related records you ask to expand. - Action **Get Status** Retrieve a single Nifty status column by its id. - Action **Get Tag** Retrieves a single tag (Nifty label) by id. - Action **Send Message** Posts a message in Nifty: into a chat, as a comment on a task, document, file or annotation, as a reply to another message, or as a direct message to a team member. - Action **Add template** Uploads a Word document to TemplateDocs as a new template, and returns the template's id along with the placeholders found inside it. - Action **Delete template** Removes a template from your TemplateDocs account. - Action **Get template** Returns the details of one template, including its name, size, checksum and the placeholder tags it contains. - Action **List templates** Returns the templates available in your TemplateDocs account, each with its name, size and placeholder tags. - Action **Update template** Renames a template or changes its settings. Returns the id of the template that was updated. ## Each app on its own - [ **Nifty** Nifty helps you communicate with your team members and manage your projects — all in one place.](https://apiant.ai/connections/nifty) - [ **TemplateDocs** TemplateDocs is a tool for creating documents from templates.](https://apiant.ai/connections/templatedocs) Reviews ## What our customers say ## More from Nifty - [ **Nifty to ZapCap** ZapCap is an AI-powered tool that generates captions for your videos.](https://apiant.ai/connect/nifty-to-zapcap) - [ **Nifty to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/nifty-to-salesforce) - [ **Nifty to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/nifty-to-slack) - [ **Nifty to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/nifty-to-stripe) - [ **Nifty to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/nifty-to-shopify) - [ **Nifty to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/nifty-to-quickbooks-online) ## More into TemplateDocs - [ **Goaffpro to TemplateDocs** Affiliate marketing platform for ecommerce stores, managing affiliate recruiting, commissions, and referral...](https://apiant.ai/connect/goaffpro-to-templatedocs) - [ **Mailjet to TemplateDocs** Mailjet is an all-in-one solution to send, track and deliver transactional, notification and marketing emails.](https://apiant.ai/connect/mailjet-to-templatedocs) - [ **Perigon to TemplateDocs** REST API for real-time news search, monitoring, and enriched data on companies, people, and topics.](https://apiant.ai/connect/perigon-to-templatedocs) - [ **HubSpot to TemplateDocs** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-templatedocs) - [ **Salesforce to TemplateDocs** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-templatedocs) - [ **Slack to TemplateDocs** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-templatedocs) Questions ## Nifty and TemplateDocs, answered ### ### What can start an automation from Nifty? Any of Nifty's 11 triggers in the catalog, including New Doc, New File, New Message and New Milestone. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in TemplateDocs when something happens in Nifty? Any of TemplateDocs's 5 actions, including Update template, Add template, Get template and List templates. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TemplateDocs to Nifty? TemplateDocs has no triggers in the catalog today, so automations start in Nifty. If you need the other direction, ask: your agent reads TemplateDocs's API documentation and adds it. ### ### Do I have to build a connector for Nifty or TemplateDocs? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Nifty and TemplateDocs without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.